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Birch Hill Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Birch Hill Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Hold
630
– – 0.01% 189
2026
Q1 		$234K Sell
630
-20
-3% -$7.74K 0.01% 189
2025
Q4 		$251K Hold
650
– – 0.01% 182
2025
Q3 		$246K Hold
650
– – 0.01% 183
2025
Q2 		$228K Hold
650
– – 0.01% 187
2025
Q1 		$206K Hold
650
– – 0.01% 186
2024
Q4 		$217K Hold
650
– – 0.01% 177
2024
Q3 		$212K Hold
650
– – 0.01% 177
2024
Q2 		$201K Buy
+650
New +$194K 0.01% 171
2022
Q2 		– Sell
-1,700
Closed -$446K – 160
2022
Q1 		$446K Sell
1,700
-50
-3% -$12.9K 0.02% 123
2021
Q4 		$486K Sell
1,750
-50
-3% -$13.5K 0.02% 125
2021
Q3 		$459K Hold
1,800
– – 0.02% 124
2021
Q2 		$461K Hold
1,800
– – 0.02% 123
2021
Q1 		$427K Hold
1,800
– – 0.02% 121
2020
Q4 		$402K Sell
1,800
-18
-1% -$3.78K 0.02% 119
2020
Q3 		$356K Hold
1,818
– – 0.02% 115
2020
Q2 		$327K Sell
1,818
-150
-8% -$25.4K 0.02% 119
2020
Q1 		$292K Sell
1,968
-50
-2% -$8.9K 0.03% 111
2019
Q4 		$380K Hold
2,018
– – 0.03% 120
2019
Q3 		$351K Sell
2,018
-79
-4% -$13.7K 0.03% 121
2019
Q2 		$361K Sell
2,097
-203
-9% -$34.4K 0.03% 123
2019
Q1 		$383K Hold
2,300
– – 0.03% 121
2018
Q4 		$338K Hold
2,300
– – 0.03% 122
2018
Q3 		$396K Sell
2,300
-15
-0.6% -$2.54K 0.03% 125
2018
Q2 		$376K Sell
2,315
-266
-10% -$42.8K 0.03% 123
2018
Q1 		$404K Buy
2,581
+15
+0.6% +$2.42K 0.03% 115
2017
Q4 		$406K Sell
2,566
-60
-2% -$9.25K 0.03% 108
2017
Q3 		$392K Sell
2,626
-130
-5% -$19K 0.03% 107
2017
Q2 		$397K Sell
2,756
-23
-0.8% -$3.27K 0.04% 105
2017
Q1 		$389K Hold
2,779
– – 0.03% 105
2016
Q4 		$370K Buy
2,779
+22
+0.8% +$2.85K 0.03% 106
2016
Q3 		$353K Hold
2,757
– – 0.03% 108
2016
Q2 		$342K Sell
2,757
-89
-3% -$10.9K 0.03% 108
2016
Q1 		$344K Buy
2,846
+315
+12% +$36K 0.04% 111
2015
Q4 		$305K Hold
2,531
– – 0.03% 113
2015
Q3 		$288K Sell
2,531
-105
-4% -$12.7K 0.03% 116
2015
Q2 		$327K Sell
2,636
-71
-3% -$8.94K 0.03% 115
2015
Q1 		$335K Sell
2,707
-7
-0.3% -$862 0.03% 115
2014
Q4 		$332K Sell
2,714
-47
-2% -$5.61K 0.03% 116
2014
Q3 		$322K Buy
2,761
+26
+1% +$3.06K 0.03% 114
2014
Q2 		$322K Hold
2,735
– – 0.03% 115
2014
Q1 		$307K Buy
2,735
+50
+2% +$5.52K 0.03% 118
2013
Q4 		$297K Sell
2,685
-4
-0.1% -$425 0.03% 123
2013
Q3 		$272K Sell
2,689
-50
-2% -$5.01K 0.03% 122
2013
Q2 		$264K Buy
+2,739
New +$262K 0.03% 121

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Birch Hill Investment Advisors's IWV Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 630 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #189.

Birch Hill Investment Advisors first reported a position in IWV in Q2 2013 and has held it in 45 quarters since. The position peaked at $486K in Q4 2021. 485 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Birch Hill Investment Advisors held 630 shares of iShares Russell 3000 ETF worth $269K as of Q2 2026.
  • Birch Hill Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Birch Hill Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 45 quarters since.
  • Birch Hill Investment Advisors's iShares Russell 3000 ETF position peaked at $486K in Q4 2021.
  • 485 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.